Expert Content
A Library of Content at Your Command
Give your team immediate access to content created by industry experts that’s proven to drive impact and meaningful engagements with customers and leads.
HOW WE’RE DIFFERENT
Develop deeper relationships with every interaction
360-degree customer view
Access complete contact profiles from a single platform to increase engagement at precisely the right time in a customer’s unique financial journey.
TrueIntent insights
Understand where consumers are in their financial journeys with foundational CRM, behavioral, and motivational data.
Segmentation
Segment your contact lists to deliver tailored messaging in every campaign.
Lead management
Engage critical contacts at the right time without hunting through your database.
Always-on nurture
Develop relationships with customers even if they don’t have a need for your products today.
Multichannel campaigns
Meet customers where they are with tailored campaigns across print, direct mail, email, SMS, and social media.
Digital content & social media
Connect with customers on their schedule with dedicated tools and content for your website, landing pages, and social channels.
Co-marketing campaigns
Increase referrals with integrated co-marketing campaigns that expose your brand to new audiences.
Reporting & dashboards
Track campaign performance, analyze what works, and identify gaps to boost ROI.
Purpose-built for financial institutions
Expert Content is pre-built content—developed by industry pros—that you can use to build a dynamic content library that addresses the most relevant topics, challenges, and opportunities for your business—and your customers.
Authentic engagements
Combine your content with intelligent automation and data insights to create personalized messages for every interaction.
Tools for every team
Equip your sales, marketing, and support teams with content that’s pre-approved by leadership and compliance so they can engage and respond faster and more effectively.
Own every channel
Distribute your content across landing pages, emails, social media, and print to beat your competitors to market.
Create seamless experiences
Meet customers wherever they are in their financial journeys and provide a consistent experience from one channel to the next.
Build your brand
Customize content to align with your brand messaging and organizational goals—all while staying compliant with regulatory requirements.
Quicker time to market
Deliver co-branded marketing collateral to support real estate partnerships through direct mail, print, digital, and social media campaigns.
Compliant, pre-approved templates
Pick one of our templates to build out co-marketing content—dynamic footers included—while allowing our platform to track RESPA compliance to the pixel.
Generate more referrals
Elevate your partnerships with content that simplifies promotions and gives you more time to build relationships and drive better business outcomes.
Build a scalable content catalog
The right message for every channel
Complete co-marketing campaigns
Purpose-built for financial institutions
Expert Content is pre-built content—developed by industry pros—that you can use to build a dynamic content library that addresses the most relevant topics, challenges, and opportunities for your business—and your customers.
Authentic engagements
Combine your content with intelligent automation and data insights to create personalized messages for every interaction.
Tools for every team
Equip your sales, marketing, and support teams with content that’s pre-approved by leadership and compliance so they can engage and respond faster and more effectively.
Own every channel
Distribute your content across landing pages, emails, social media, and print to beat your competitors to market.
Create seamless experiences
Meet customers wherever they are in their financial journeys and provide a consistent experience from one channel to the next.
Build your brand
Customize content to align with your brand messaging and organizational goals—all while staying compliant with regulatory requirements.
Quicker time to market
Deliver co-branded marketing collateral to support real estate partnerships through direct mail, print, digital, and social media campaigns.
Compliant, pre-approved templates
Pick one of our templates to build out co-marketing content—dynamic footers included—while allowing our platform to track RESPA compliance to the pixel.
Generate more referrals
Elevate your partnerships with content that simplifies promotions and gives you more time to build relationships and drive better business outcomes.
Knowledge & Insights
Stay up to date with the latest financial news, industry trends, and Total Expert tips.
